Purchases and Sales Made in Q4 2024 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q4 2024. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-3- 0.04% |
$665 - $777
|
8.37K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-4- 0.01% |
$887 - $1.04K
|
30.4K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-4- 0.06% |
$887 - $1.04K
|
7.19K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-4- 0.03% |
$887 - $1.04K
|
12.4K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-5- 0.03% |
$1.11K - $1.3K
|
15.2K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5- 0.43% |
$1.11K - $1.3K
|
1.16K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-5- 0.01% |
$1.11K - $1.3K
|
40.3K
$8.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-6- 0.03% |
$1.33K - $1.55K
|
22.4K
$4.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-6- 0.19% |
$1.33K - $1.55K
|
3.07K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-6- 0.21% |
$1.33K - $1.55K
|
2.88K
$580K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-7- 0.19% |
$1.55K - $1.81K
|
3.74K
$752K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-7- 3.03% |
$1.55K - $1.81K
|
224
$45K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-8- 0.21% |
$1.77K - $2.07K
|
3.77K
$758K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-8- 0.02% |
$1.77K - $2.07K
|
35K
$7.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-8- 0.23% |
$1.77K - $2.07K
|
3.51K
$705K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-8- 0.1% |
$1.77K - $2.07K
|
7.69K
$1.55M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-9- 0.03% |
$2K - $2.33K
|
25.9K
$5.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-9- 0.31% |
$2K - $2.33K
|
2.88K
$579K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-9- 0.02% |
$2K - $2.33K
|
38.6K
$7.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-9- 0.21% |
$2K - $2.33K
|
4.2K
$844K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-10- 0.02% |
$2.22K - $2.59K
|
49.5K
$9.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-10- 0.09% |
$2.22K - $2.59K
|
10.8K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-10- 0.11% |
$2.22K - $2.59K
|
9.04K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-10- 0.35% |
$2.22K - $2.59K
|
2.86K
$574K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-11- 0.37% |
$2.44K - $2.85K
|
2.96K
$594K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-12- 0.94% |
$2.66K - $3.11K
|
1.27K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-12- 0.08% |
$2.66K - $3.11K
|
15.6K
$3.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-13- 0.09% |
$2.88K - $3.37K
|
15K
$3.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-13- 0.3% |
$2.88K - $3.37K
|
4.36K
$876K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-13- 0.1% |
$2.88K - $3.37K
|
12.9K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-13- 0.18% |
$2.88K - $3.37K
|
7.29K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-13- 0.03% |
$2.88K - $3.37K
|
47.6K
$9.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-14- 0.02% |
$3.1K - $3.63K
|
68.6K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-14- 0.96% |
$3.1K - $3.63K
|
1.45K
$291K
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-14- 0.17% |
$3.1K - $3.63K
|
8.28K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-15- 0.41% |
$3.33K - $3.89K
|
3.66K
$736K
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.1% |
$3.33K - $3.89K
|
15.7K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-15- 0.12% |
$3.33K - $3.89K
|
13K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-15- 0.1% |
$3.33K - $3.89K
|
15K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-15- 0.06% |
$3.33K - $3.89K
|
23.9K
$4.81M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-16- 0.08% |
$3.55K - $4.14K
|
20.9K
$4.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-16- 0.77% |
$3.55K - $4.14K
|
2.07K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-16- 0.11% |
$3.55K - $4.14K
|
15.2K
$3.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-17- 6.46% |
$3.77K - $4.4K
|
246
$49.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-18- 0.13% |
$3.99K - $4.66K
|
13.7K
$2.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-18- 1.69% |
$3.99K - $4.66K
|
1.05K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-19- 0.06% |
$4.21K - $4.92K
|
32K
$6.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-19- 0.07% |
$4.21K - $4.92K
|
27.3K
$5.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-20- 1.17% |
$4.43K - $5.18K
|
1.69K
$339K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-20- 0.97% |
$4.43K - $5.18K
|
2.05K
$412K
|